Sophisticated wealth management to serve your individual needs

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Helping you manage your financial success
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Tim Tracey

Timothy J. Tracey,

CFP®, WMSTM Senior Vice President, Investments CERTIFIED FINANCIAL PLANNER™
Scott Mahnken

Scott C. Mahnken,

CFP® Senior Vice President, Investments
John Pinkley

John E. Pinkley,

CFP®, CLU® Senior Vice President, Wealth Management Certified Financial PlannerTM
Cara Wolf

Cara

Wolf Registered Client Service Associate
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Kirsten

Lyons-Pileggi Senior Client Service Associate
Mae Ann Bornacelli

Mae Ann

Bornacelli Client Service Associate
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Jennifer

Ambrosi Client Service Associate
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Jeannie

Pinkley Practice Marketing Associate
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Shelby

Roderick Practice Marketing Associate
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Always here for you

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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